SPXD - ETF AI Analysis
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Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD)
Rating:70Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, which helps investors keep more of their returns over time.
Balanced Sector Mix
Holdings are spread across many sectors, which can reduce the impact if any single industry runs into trouble.
Solid Recent Performance
The ETF has shown steady gains so far this year and in recent months, indicating positive recent momentum.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little international diversification.
Several Weak Top Holdings
A number of the largest positions, including well-known names, have been weak so far this year and could drag on returns if that continues.
Small Asset Base
The fund manages a relatively small amount of money, which can sometimes mean less trading liquidity for investors.
SPXD vs. SPDR S&P 500 ETF (SPY)
AUM6.87M
RegionNorth America
Expense Ratio0.09%
Beta0.61
IssuerXtrackers
Inception DateJul 24, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedS&P 500 Diversified Sector Weight Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume516
30 Day Avg. Volume1,145
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPXD Summary
SPXD is an ETF that follows the S&P 500 Diversified Sector Weight Index, giving you exposure to many of the largest U.S. companies while spreading your money more evenly across different sectors. Instead of letting just a few giant tech names dominate, it balances areas like technology, health care, consumer goods, and financials. Well-known holdings include Apple, Berkshire Hathaway, Walmart, and Procter & Gamble. Someone might invest in SPXD to get broad, diversified exposure to leading U.S. companies in one fund. A key risk is that it can still go up and down with the overall U.S. stock market.
How much will it cost me?The expense ratio for the Xtrackers S&P 500 Diversified Sector Weight ETF (SPXD) is 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because the fund is passively managed, tracking an index rather than relying on active stock selection.
What would affect this ETF?The SPXD ETF, with its diversified sector weighting and focus on large-cap U.S. companies, could benefit from economic growth and innovation in sectors like technology and healthcare, which are among its top exposures. However, it may face challenges from rising interest rates, which could pressure financial and real estate sectors, or economic slowdowns that impact consumer spending and cyclical industries. Regulatory changes or geopolitical tensions affecting key holdings like Apple or Berkshire Hathaway could also influence performance.
SPXD Top 10 Holdings
SPXD’s story is about broad U.S. large-cap exposure with no single giant calling the shots, but a few names still set the tone. Jabil and CVS have been the fund’s surprise engines, rising sharply and giving the portfolio a welcome boost. Steady consumer staples like Procter & Gamble and Walmart act as the ballast, keeping things on an even keel. On the flip side, Berkshire Hathaway and health names like Abbott and Regeneron have been lagging, slightly tugging on returns. Overall, sector exposure is well spread across U.S. blue chips, with no heavy tilt toward any one theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Berkshire Hathaway B | 3.92% | $271.02K | $1.10T | 6.10% | 66 Neutral | |
| Abbott Laboratories | 1.94% | $134.07K | $166.17B | -28.13% | 73 Outperform | |
| Procter & Gamble | 1.45% | $100.04K | $352.57B | -3.26% | 69 Neutral | |
| Walt Disney | 1.24% | $85.82K | $172.78B | -20.91% | 75 Outperform | |
| Costco | 1.24% | $85.52K | $422.05B | -3.89% | 72 Outperform | |
| Sysco | 1.18% | $81.62K | $40.56B | 10.06% | 71 Outperform | |
| Regeneron | 1.10% | $76.03K | $68.59B | 23.46% | 78 Outperform | |
| Walmart | 1.07% | $74.36K | $890.03B | 11.37% | 78 Outperform | |
| Apple | 1.03% | $70.97K | $4.53T | 47.93% | 79 Outperform | |
| Moderna | 1.02% | $70.68K | $31.65B | 151.38% | 59 Neutral |
SPXD Technical Analysis
Positive
―
Price Trends
28.06
Positive
27.41
Positive
26.56
Positive
Market Momentum
0.21
Positive
58.78
Neutral
44.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPXD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.51, equal to the 50-day MA of 28.06, and equal to the 200-day MA of 26.56, indicating a bullish trend. The MACD of 0.21 indicates Positive momentum. The RSI at 58.78 is Neutral, neither overbought nor oversold. The STOCH value of 44.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPXD.
SPXD Peer Comparison
Comparison Results
Performance Comparison
SPXD
Xtrackers S&P 500 Diversified Sector Weight ETF
28.69
4.13
16.82%
ACEP
ARS Core Equity Portfolio ETF
―
―
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FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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